CIK 1542153
Focus Partners Wealth
Institutional 13F holdings & portfolio
Holdings
2,645
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 2,645
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PFE | PFIZER INC | 2.4M | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 133K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 134K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 699K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC | 207K | $1M+ | SH |
| SUB | ISHARES TR | 548K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.0M | $1M+ | SH |
| ADBE | ADOBE INC | 166K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 191K | $1M+ | SH |
| UYLD | ANGEL OAK FUNDS TRUST | 1.1M | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 106K | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 223K | $1M+ | SH |
| SMMD | ISHARES TR | 758K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 841K | $1M+ | SH |
| LIN | LINDE PLC | 132K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 192K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 583K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 161K | $1M+ | SH |
| BA | BOEING CO | 256K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 255K | $1M+ | SH |
| ALAB | ASTERA LABS INC | 322K | $1M+ | SH |
| DASH | DOORDASH INC | 244K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 1.1M | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 737K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 676K | $1M+ | SH |
| ISCG | ISHARES TR | 974K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 383K | $1M+ | SH |
| CRH | CRH PLC | 428K | $1M+ | SH |
| T | AT&T INC | 2.1M | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 112K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 622K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 145K | $1M+ | SH |
| ETN | EATON CORP PLC | 157K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 176K | $1M+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 226K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 772K | $1M+ | SH |
| DFSI | DIMENSIONAL ETF TRUST | 1.2M | $1M+ | SH |
| TW | TRADEWEB MKTS INC | 457K | $1M+ | SH |
| IWR | ISHARES TR | 502K | $1M+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 1.1M | $1M+ | SH |
| SLV | ISHARES SILVER TR | 744K | $1M+ | SH |
| HSY | HERSHEY CO | 262K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 3.2M | $1M+ | SH |
| EMR | EMERSON ELEC CO | 358K | $1M+ | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 518K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 194K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 452K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 1.0M | $1M+ | SH |
| EEM | ISHARES TR | 852K | $1M+ | SH |
| KKR | KKR & CO INC | 364K | $1M+ | SH |